Automated Appointment Confirmation and Reminders:

When a new appointment is scheduled in WebPT, Keap automatically sends out confirmation emails and reminders to patients. These communications can include appointment details, preparation instructions, and rescheduling options. This automation reduces no-shows and enhances patient engagement by ensuring they receive timely reminders.

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Patient Intake and Onboarding Workflow:

When a new patient record is created in WebPT, Keap initiates an onboarding sequence that includes sending out intake forms, welcome emails, and necessary documentation. This process ensures that all required patient information is collected before the first visit, streamlining the onboarding experience and reducing administrative workload.

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Automated Follow-Up for Unsigned Documents:

If a patient has pending documents that need signatures in WebPT, Keap triggers an email notification reminding them to complete and submit these forms. This ensures that all necessary paperwork is completed in a timely manner, improving compliance and reducing delays in patient care.